We are live on ! Find out more
XLV icon

State Street Health Care Select Sector SPDR ETF

757 hedge funds and large institutions have $11.8B invested in State Street Health Care Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 246 increasing their positions, 310 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.38% more ownership

Funds ownership: 74.2%77.58% (+3.4%)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

2% less funds holding

Funds holding: 769757 (-12)

3% less funds holding in top 10

Funds holding in top 10: 5856 (-2)

5% less capital invested

Capital invested by funds: $12.4B → $11.8B (-$665M)

18% less call options, than puts

Call options by funds: $504M | Put options by funds: $612M

21% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 310

Holders
757
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
17.35%
Holding in Top 10
56
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.45%
% of All Funds
1.28%
New
81
Increased
246
Reduced
310
Closed
82
Calls
$504M
Puts
$612M
Net Calls
-$108M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
526
Private Capital Advisors
Connecticut
$326K
GG
527
Gofen & Glossberg
Illinois
$323K
William Blair Investment Management
528
William Blair Investment Management
Illinois
$322K
FA
529
FMA Advisory
Pennsylvania
$322K +$256 +3 +0.1%
EM
530
Excalibur Management
Massachusetts
$321K
SMFS
531
Squar Milner Financial Services
California
$321K +$7.5K +88 +2%
PA
532
PFG Advisors
Arizona
$320K +$18.4K +216 +6%
WI
533
Wintrust Investments
Illinois
$318K +$5.88K +69 +2%
AFP
534
Ausdal Financial Partners
Iowa
$317K -$504K -5,911 -60%
MWP
535
MYCIO Wealth Partners
Pennsylvania
$315K -$47.5K -558 -13%
HWA
536
HCR Wealth Advisors
California
$310K -$4.26K -50 -1%
MA
537
MUFG Americas
New York
$310K +$50.7K +595 +19%
Comerica Bank
538
Comerica Bank
Texas
$305K -$22.2K -261 -7%
ACM
539
Atlanta Capital Management
Georgia
$305K
FNBT
540
FineMark National Bank & Trust
Florida
$304K -$21.6K -253 -6%
MHS
541
M Holdings Securities
Oregon
$300K -$177K -2,078 -36%
CB
542
Chemical Bank
Michigan
$298K
CGH
543
Crossmark Global Holdings
Texas
$297K -$358K -4,201 -54%
SS
544
Simplicity Solutions
Minnesota
$293K -$40.8K -479 -12%
ACP
545
Ashfield Capital Partners
California
$287K -$34.1K -400 -10%
LJAC
546
L.J. Altfest & Co
New York
$285K -$34.6K -406 -10%
SAS
547
Stelac Advisory Services
New York
$285K +$298K +3,500 New
WT
548
Whittier Trust
California
$284K -$23.6K -277 -7%
NA
549
NewEdge Advisors
Louisiana
$280K -$58.4K -686 -16%
Credit Agricole
550
Credit Agricole
France
$279K

XLV Hedge Fund Activity: Q1 2018 in Review

757 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Health Care Select Sector SPDR ETF (XLV) for Q1 2018, worth a combined $11.8B — down 5.3% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XLV and 81 opened new positions — a net loss of 1 holder — while 310 trimmed existing stakes and 246 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $270M. The largest seller was Barclays, cutting an estimated $464M.

  • 757 institutional investors held State Street Health Care Select Sector SPDR ETF (XLV) as of Q1 2018, down from 769 in Q4 2017.
  • Funds reported $11.8B of State Street Health Care Select Sector SPDR ETF stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 81 funds opened new State Street Health Care Select Sector SPDR ETF positions in Q1 2018 and 82 closed out, a net change of -1 holder.
  • The largest State Street Health Care Select Sector SPDR ETF buyer in Q1 2018 was BNP Paribas Financial Markets, an estimated $270M added.
  • The largest State Street Health Care Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2018.